Ep #390: Leveraging Lived Experience to Serve Business Owners

XYPN Radio

Treść dostarczona przez XYPN Radio and XY Planning Network. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez XYPN Radio and XY Planning Network lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

2M ago 55:48

MP3•Źródło odcinka

In today’s episode of XYPN Radio we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth.

In this episode, we delve into John's unique "barbell" approach to client management, focusing primarily on his niche work with business owners. John shares his insights on how he successfully guides these clients through the complex financial decisions involved in running their businesses.

With the experience of owning and managing not just Incline Wealth Advisors but also another business, John is exceptionally well-equipped to provide valuable advice. He discusses his flat fee pricing model and comprehensive service approach, offering listeners a transparent view of his strategies. Additionally, John shares a selection of book recommendations that have influenced his journey.

Whether you’re considering starting your own business or looking for ways to improve your financial management firm, this episode is packed with actionable insights. Join us for a compelling conversation with John Bovard that is inspiring and motivating!

393 odcinków